Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVE 10.44%
2 IYK 10.42%
3 HDLV 9.58%
4 GXPS 8.61%
5 GQGU 8.61%
6 FDL 7.26%
7 ORFN 5.97%
8 NBCC 5.94%
9 XLP 5.56%
10 DIVZ 5.27%
11 ROPE 5.20%
12 FCTE 5.11%
13 TOKE 4.94%
14 VICE 4.76%
15 MBCC 4.71%
16 EQTY 4.66%
17 DURA 4.65%
18 RDIV 4.57%
19 KXI 4.53%
20 VDC 4.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 145.26M (9.36%) 1.79M
Increased by +1.23%
Dec 31, 25
2 Capital World Investors 132.36M (8.52%) 3.58M
Increased by +2.70%
Dec 31, 25
3 BlackRock Inc 105.26M (6.78%) 1.62M
Increased by +1.54%
Sep 30, 25
4 Capital Research & Mgmt Co - Division 3 101.38M (6.53%) 12.23M
Increased by +12.06%
Dec 31, 25
5 JPMorgan Chase & Co 94.51M (6.09%) 48.59M
Increased by +51.41%
Sep 30, 25
6 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
7 GQG Partners LLC 55.10M (3.55%) 114.47K
Increased by +0.21%
Dec 31, 25
8 State Street Corp 54.95M (3.54%) -880.40K
Decreased by -1.60%
Sep 30, 25
9 Capital Research Global Investors 54.56M (3.51%) 11.01M
Increased by +20.19%
Dec 31, 25
10 FMR Inc 41.42M (2.67%) 949.30K
Increased by +2.29%
Dec 31, 25
11 Geode Capital Management, LLC 37.38M (2.41%) -544.32K
Decreased by -1.46%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 24.45M (1.57%) 2.72M
Increased by +11.12%
Sep 30, 25
13 Amvescap Plc. 15.25M (0.98%) -749.42K
Decreased by -4.91%
Sep 30, 25
14 Bank of America Corp 14.79M (0.95%) 580.16K
Increased by +3.92%
Sep 30, 25
15 Northern Trust Corp 14.70M (0.95%) 401.38K
Increased by +2.73%
Sep 30, 25
16 Wellington Management Company LLP 14.26M (0.92%) -3.74M
Decreased by -26.20%
Dec 31, 25
17 Franklin Resources Inc 13.56M (0.87%) 778.25K
Increased by +5.74%
Sep 30, 25
18 Bank of New York Mellon Corp 13.43M (0.86%) -792.80K
Decreased by -5.90%
Sep 30, 25
19 Charles Schwab Investment Management Inc 13.34M (0.86%) 191.26K
Increased by +1.43%
Dec 31, 25
20 Viking Global Investors LP 13.02M (0.84%) 3.39M
Increased by +26.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 49.24M (3.17%) 218.23K
Increased by +0.44%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 44.22M (2.85%) 306.86K
Increased by +0.69%
May 31, 25
4 American Funds Washington Mutual A 43.92M (2.83%) 1.49M
Increased by +3.39%
Dec 31, 25
5 Capital Group Wash Mutual Invtrs Comp 43.92M (2.83%) 1.49M
Increased by +3.39%
Dec 31, 25
6 Vanguard 500 Index Investor 40.04M (2.58%) 380.80K
Increased by +0.95%
Feb 28, 26
7 American Funds Fundamental Invs A 37.52M (2.42%) 2.10M
Increased by +5.58%
Dec 31, 25
8 Capital Group Fundamental Invtrs Comp 37.52M (2.42%) 2.10M
Increased by +5.58%
Dec 31, 25
9 American Funds American Balanced A 36.86M (2.37%) 2.24M
Increased by +6.09%
Dec 31, 25
10 American Funds Income Fund of Amer A 24.59M (1.58%) 0.00
Increased by 0.00%
Dec 31, 25
11 American Funds Invmt Co of Amer A 22.79M (1.47%) 6.53M
Increased by +28.64%
Dec 31, 25
12 Capital Group Investment Co of Amer Comp 22.79M (1.47%) 6.53M
Increased by +28.64%
Dec 31, 25
13 Goldman Sachs GQG Ptnrs Intl Opps Instl 22.30M (1.44%) 272.41K
Increased by +1.22%
Dec 31, 25
14 iShares Core S&P 500 ETF 19.84M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 19.78M (1.27%) 91.68K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF 19.34M (1.25%) -283.34K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 18.83M (1.21%) -98.71K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 18.80M (1.21%) 231.24K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
20 State Street® SPDR® S&P 500® ETF 18.32M (1.18%) -138.77K
Decreased by -0.76%
Feb 28, 26